Dmitry Kovalchuk
@DmitryKovalchuk
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Stocks, private equity, economics, and international politics. Personal views only. P.S. Don't follow my investment ideas, my investments lose money regularly.
Joined July 2011
I want to address $CMPX upcoming BTC phase 2/3 study data currently projected for Q1 2026. The main weakness of the study highlighted by skeptics is Paclitaxel as a control arm. I will explain why paclitaxel as a control arm makes sense. (1/15)
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Today, the United States issued SANCTIONS reinforcing the "red line" I invoked on @GBNEWS. Namely: extraterritorial censorship of Americans. Today's sanctions target the censorship-NGO ecosystem.🧵
‘To censor Americans in America is a deal breaker.’ US Under Secretary of State for Public Diplomacy, Sarah Rogers, blasts the proposed Online Safety Act, saying the law ‘vastly overreaches’ into other countries, calling it a ‘red line’. 📺 Freeview 236, Sky 512, Virgin 6
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#Biopick2026 contest is officially open for entries. Deadline is eod 2-Jan-26. If interested, please fill out an entry form under the link here: https://t.co/AaK21HtHUA Official rules:
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Is it good for a potential $ABVX acquisition by $LLY?
❗️Trump stated that he spoke with French President Emmanuel Macron and demanded that he raise drug prices. Macron refused. Then Trump said: if France doesn't do it, the United States will impose a 25-percent tariff on all French products imported into America.
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No way, anyone who has ever redacted documents could potentially make such mistake. Why this happens? Because Trump's people are appointed based on presumed loyalty and not skills. It is the same DEI but from the right.
The Epstein files on the DOJ website allow you to highlight the redacted text, copy it, and paste it into another document, which reveals what was hidden. You can also press Ctrl+F and search for “Trump ” (with a space) to see his name appear more than 600 times. #OpDeathEaters
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$ABVX "Contacted by BFM Bourse, Bercy stated that it was "closely monitoring" the Abivax case, adding that "verifications [were] underway." This implicitly confirms that a meeting with the American group did indeed take place." @BFMBourse
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People are suddenly realizing that $AUTL is not presenting at #JPM26 & recently appointed the former $BNTX BD guy to the board of directors? Oh, and did I mention that the holding period of the BX Fund that holds the company's shares is (almost) over?
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With the $LLY jet story a while ago I was sceptical (even though I bought more $ABVX shares) because you don't need to physically fly to finalize the deal. Flying to meet French government officials to secure an approval, on the other hand, does make a lot of sense.
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A startup investor shared how he was targeted on Telegram by a deepfake of a friend of his who is overseas. He described in a Linked In post how he was tricked into doing a Zoom w/him & why he clicked on an "updated link." His Linked In post is also in the reply
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Judges who let psycopaths walk free should be tried for the crime that was committed after the criminal was let loose
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Blast from the past
Is $OLMA saying the poster is “falsified,” meaning the poster was created by someone else and all the data pictured are fake? Or, is $OLMA defining “falsified” to mean someone stole the real poster and leaked it on the internet w/o permission? @Sanctuary_Bio thoughts?
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There is a special place in hell for those who write such headlines
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Incredible piece showing why hospitals are the biggest driver of healthcare spending. Everyone wants to blame pharma but that’s not what’s happening. Hospitals can mark up drugs when they administer them. And those markups can be absurd. Bloomberg found hospitals charging
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This one recycles itself over and over
Sangamo’s Fabry therapy partner search looks futile
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My CISO called me at 3 AM last Tuesday. "We caught someone." I asked, "Caught them doing what?" He said, "Typing." Let me explain. We have an employee in IT. Great worker. Always online. Never complained. Perfect Slack etiquette. One problem. His keystrokes were arriving
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When my grandma arrived in🇨🇭around 1930 from 🇮🇹, she later told me to her the most important thing was to speak Swiss German like a Swiss and to understand the law (she called it rules) like a native. Immigration is a gift that must come with obligations. A two-way street!
When immigrants arrived at Ellis Island assimilating into American culture wasn’t an option… it was required, but today there are immigrants who literally burn American flags in the street. Why are we allowing our country to be destroyed by suicidal tolerance?
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As soon as Epstein files drop Trump will announce military action against Venezuela. 🫠
BREAKING: Trump will make an announcement to the nation at 1 pm tomorrow
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Price per patient in the oncology trials at Roche in the 90's were <$30k, now pay over $250k/per patient to investigators. Oncology for profit trialists should be required: 1) to disclose to patients that they're being paid/per patient, for profit; 2) to disclose if the control
bloomberg.com
Physicians stand to earn big money when signing up patients for drug trials. And lately, some of those trials have been producing dubious science.
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Incredible: "When college students tore down posters of kidnapped Israeli children in October 2023, parents asked: where did this come from? The answer lies in curriculum materials developed at Brown University. These materials reached approximately one million students annually
@wajacobson Absolutely, the racialization of med ed is a symptom of deeper foreign-funded ideological infiltration across higher education. My latest piece explores how it's turned our system into a Trojan Horse for antisemitic and anti-American social engineering: https://t.co/WhDjUrsPYO
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Remember, remember the red days of December $XBI $BBC $IBB 🤢🤮😭
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